Avantis US Equity ETF
AVUS
147 hedge funds and large institutions have $1.12B invested in Avantis US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 24 reducing their positions, and 8 closing their positions.
350% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 8
204% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 24
45% more funds holding in top 10
Funds holding in top 10: 20 → 29 (+9)
24% more funds holding
Funds holding: 119 → 147 (+28)
9% more capital invested
Capital invested by funds: $1.03B → $1.12B (+$92M)
1.37% less ownership
Funds ownership: 55.94% → 54.57% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$17.5M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$16M |
| 3 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$13.1M |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$12.6M |
| 5 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Websterrogers Financial Advisors
Florence,
South Carolina
|
-$60.8M |
| 2 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$25.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$8.89M |
| 4 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$2.65M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.07M |
AVUS Hedge Fund Activity: Q1 2022 in Review
147 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2022, worth a combined $1.12B — up 9% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AVUS positions and 8 closed out — a net gain of 28 holders — while 73 added to existing stakes and 24 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $17.5M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $60.8M.
- 147 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2022, up from 119 in Q4 2021.
- Funds reported $1.12B of Avantis US Equity ETF stock for Q1 2022, up 9% quarter-over-quarter.
- 36 funds opened new Avantis US Equity ETF positions in Q1 2022 and 8 closed out, a net change of +28 holders.
- The largest Avantis US Equity ETF buyer in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $17.5M added.
- The largest Avantis US Equity ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $60.8M sold.
Based on aggregated 13F filings for Q1 2022.